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Taking down the Big Tent. (Editors's Note).(Column)
September 1, 2002... Two years ago; when the Information Technology Alliance became a membership division of the AICPA, I was convinced that the ITA, a user group representing CPA and reselling firms, could not last on its own.
This year, after the unsuccessful...
Street talk: reader views.
September 1, 2002... What kinds of e-commerce services, if any, are your clients asking for?
What we are hearing from our customers is that the off-the-shelf software paradigm breaks down when we try and move business processes to the Web. In most cases,...
Introduction: Accounting Technology honors Technology Stars.
September 1, 2002... What is a Technology Star? Three words came to mind in describing the qualities used to determine this year's Technology Stars. Innovation. Impact. Influence.
Stars are not just CPAs and not just technology specialists. Nor are they only...
Softline AccountMate: a clear view of the mid-market customer.
September 1, 2002... In the field of delivering software to small and mid-size companies, Softilne AccountMate is making a difference for resellers and accountants.
Its name is new, but its business roots run deep. Its parent, Softline Ltd., has over 340,000...
Metzler leaves firm. (Practice Development News).(Brief Article)
September 1, 2002... Jim Metzler, partner in Gaines, Metzler, & Kriner, has left the Buffalo, N.Y.-based firm after a 32-year career, to devote his lime to Convergence Coaching, which he and partner Jennifer Wilson founded two years ago.
Metzler, chairman of...
Student ed goes on BizChalk. (Practice Development News).(Brief Article)
September 1, 2002... The American institute of CPAs has launched a program on BizChalk, an online education network, to teach students, parents, and educators about accounting's value in business.
The modules, offered at www.bizchalk.com, provide access to the...
HA&W nabs honor. (Practice Development News).(Brief Article)
September 1, 2002... Habif, Arogeti, & Wynne has been honored with the Association for Accounting and Marketing Achievement Award for Best Use of Technology.
HA&W, based in Atlanta, received the award based on the development of its SIAN Intelligent Suite,...
Everest lists VARs. (Practice Development News).(Brief Article)
September 1, 2002... Everest Software Solutions has upgraded its Web site to include a list of Value-added Resellers that sell its manufacturing software.
The company says the list is part of an effort to convert the site at www.everestmfg.com from a Web-based...
Holm sells biz. (Practice Development News).(Ron Holm)(Brief Article)
September 1, 2002... Ron Holm, a well-known speaker on improving sales techniques, has sold his Business Application Software reselling operation to Automated Accounting Solutions, a reseller based in Eagan, Minn.
AAS, founded in 1993, has 350 clients. Both...
Microsoft offers discounts. (Practice Development News).(Brief Article)
September 1, 2002... CPAs and other influencers can get discounts and commissions involving accounting packages from Microsoft Great Plains under a program announced in June.
Influencers can get 25 percent off list on packages that are used in house. They can...
Best consolidates consulting programs. (Practice Development News).(Brief Article)
September 1, 2002... Best Software has consolidated Certified Consultant programs that served partners involved with its DacEasy, Timeslips, and Peachtree software products.
The combined program makes it "much easier to deal with us," says Jim Ducker,...
Andersen alums sought. (Practice Development News).(Brief Article)
September 1, 2002... A former Arthur Andersen employee has established a Web site to help former members of the firm maintain their relationships.
Jonathan Goldsmith had more than 1,500 members when he announced the Web site at www.andersenalumni.net....
B-Vision curtails regional VARs. (Practice Development News).(Brief Article)
September 1, 2002... Business Vision has decided to trim a program under which it used regional resellers to recruit other VARs.
"We were kind of on the edge of franchising," says Murray Aston, president of Softline North America, which owns BusinessVision. He...
Navision yanks Siebel. (Accounting News).(Brief Article)
September 1, 2002... Navision, on the heels of its purchase by Microsoft, has dropped sales and installation of the Siebel Mid-Market Edition, a Customer Relationship Management package from Siebel Systems.
In a prepared statement, senior vice president Pers...
Accpac buys Lahey. (Accounting News).(Brief Article)
September 1, 2002... Accpac International has acquired the manufacturing product line of Lahey Software, which will now be marketed as Accpac Pro Series Manufacturing.
David Lahey, the president and CEO of Lahey Software, has joined Accpac as director,...
Exact sales fall. (Accounting News).(Brief Article)
September 1, 2002... Software sales for Exact Software, the company that owns the former Macola, dropped 13 percent for the first ha if ended June 30, although income from maintenance fees boosted overall first half revenue by 1.5 percent.
Total revenue rose...
Epicor results slip. (Accounting News).(Brief Article)
September 1, 2002... Epicor Software lost $987,000 in the second quarter ended June 30, as license fees and overall revenue for the Irvine, Calif. -based company continued to drop.
The loss compared to earnings of $554,000 in last year's corresponding period....
Timeslips drops Mac. (Accounting News).
September 1, 2002... Best Software has dropped the Macintosh version of its Timeslips time and billing package because only a small percentage of its customer base used the product.
"It's a difficult decision in the short run, but one that should benefit the...
NetLedger picks prez. (Accounting News).(Zach Nelson)(Brief Article)
September 1, 2002... NetLedger, which makes the Oracle Small Business Suite, has named Zach Nelson, a former Oracle executive, as president of the San Mateo, Calif.-based accounting software company.
Nelson replaces cofounder Evan Goldberg, who will remain as...
Sage boosts Verni. (Accounting News).(Ron Verni)(Brief Article)
September 1, 2002... The Sage Group, parent to Best Software, has named Ron Verni, president and CEO of Best, to the Sage board of directors.
Verni oversees all of Sage's U.S. operations and has held that role since October 2000. He was president and CEO of...
South Africa Dominates Softline Results.(Brief Article)
September 1, 2002...
South Africa Dominates Softline Results
Revenue by Operating Profit
Geographic Region by Region
North America 29% 17%
Southern Africa 58% 66%
Australia...
Intuit develops 706. (Tax & Financial Planning News).(for Intuit ProSeries 2002)(Brief Article)
September 1, 2002... Intuit is planning to introduce Estate Tax Returns (Form 706) as part of its ProSeries release for tax year 2002.
The company has been soliciting input from tax preparers via its Web site regarding the content of the form. The survey asks...
AccountantsWorld offers Micro Vision products. (Tax & Financial Planning News).(Brief Article)
September 1, 2002... Accountants World; a sister company to Micro Vision Software, has begun offering products from the Micro Vision line such as the Accountants Relief suite and the company's Tax Relief program.
None of the offerings on the company's Web site...
Doj inquiry delays Advent. (Tax & Financial Planning News).(Brief Article)
September 1, 2002... Advent Software's planned acquisition of Techfi has been delayed because of an inquiry by the Department of Justice's Antitrust Division. The $223 million acquisition was originally scheduled to close in June.
Techfi, based in Denver,...
Kleinrock parent buys ATX. (Tax & Financial Planning News).(UCG)(Brief Article)
September 1, 2002... UCG, the parent of Kleinrock Publishing, has acquired ATX Forms, the Caribou, Maine-based tax software company. Terms were not disclosed.
ATX was founded in 1992 by Glynn and Steve Willett. Glynn will run UCG's tax research and software...
Wolters Kluwer picks vp. (Tax & Financial Planning News).(Kim Becker)(Brief Article)
September 1, 2002... Wolters Kluwer, parent to CCH, has named Kim Becker to the newly created position of vice president, communications, for the company's Legal, Tax and Business North America operations.
Becker will report to Nancy McKinstry, the unit's CEO....
Creative Solutions Write-up Acquisitions. (Tax & Financial Planning News).(Brief Article)
September 1, 2002...
Creative Solutions Write-up Acquisitions
Company/Product Acquired Date
SCS Compute (Data Write) February 1997
Professional Design Systems November 1998
Microtique February...
Thomson buys Towersdata. (Tax & Financial Planning News).(Brief Article)
September 1, 2002... Thomson Financial has acquired Towersdata, a Bethesda, Md.-based manufacturer of investment software. Terms were not announced.
Towersdata markets the Hypo and Net Hypo products, which are used by investment professionals. Thomson Financial...
Elite net drops. (Tax & Financial Planning News).(Q2 2002)(Brief Article)
September 1, 2002... The Elite Information Group, which markets practice management software, saw net income fall to $591,000 for the second quarter ended June 30, down sharply from $1.3 million a year earlier.
Second quarter revenue rose to $20.1 million, up...
RIA taps execs. (Tax & Financial Planning News).(Mark Schlageter for RIA Information/Online and Bruce Peccarelli for RIA Compliance)(Brief Article)
September 1, 2002... Two executives have been appointed by RIA to head the groups that market the company's tax research and tax compliance products.
Mark Schlageter has been named general manager of RIA Information/Online, based in New York City. RIA...
The IT-CPA relationship: can IT consultants continue to find a home within CPA firms? (Practice Development).
September 1, 2002... A few years ago, when ITA president Ron Eagle was still heading a technology consulting practice for the firm then known as Geo. S. Olive, an industrial psychologist profiled Eagle.
Eagle recalls the results cast doubts on Eagle's role...
Why do write-up? These tools help keep write-up profitable. (Software Review).
September 1, 2002... Back in 1982, the firm that I was working at decided to get into the computer technology business because it saw a change about to occur to a major part of its business.
This firm performed monthly write-up services for several hundred...
Making tax research less taxing: as high-speed access becomes more commonplace and affordable, there are even fewer reasons not to use online resources. (Tax).
September 1, 2002... There's no doubt, the Web is the place to be in tax research. Interest has exploded and many new customers wouldn't even think of trying CD-based research. And paper, forget it.
"Interest in online tax research has been phenomenal," says...
Reporting for duty. (Accounting).
September 1, 2002... For all the keen interest in front-office/back-office integration, end users find themselves in a dilemma. Their predicament, as summarized by Accpac product marketing vice president Craig Downing, is this: "I'm beginning to drown in data...
Meeting expectations: accounting software vendors grapple with how to make user conferences useful. (Practice Development).(Solutions 2002 from Best Software)(Product Announcement)
September 1, 2002... A few years back, at the annual Dexter + Chaney users' conference, sales and marketing vice president Brad Mathews was presiding at a roundtable discussion among electrical, utility, and general contractors when "Someone suggested it would be...
The Accountant's Partner. (New Products).(ON-Q Software's Accountant's Partner 8.0 adds more than 30 features)(Brief Article)(Product Announcement)
September 1, 2002... The Accountant's Partner Version 8 adds more than 30 features to this practice management package, including a new PDA interface. An integrated due date tracking system automatically calculates when federal returns and extensions are due.
...
e-Workpapers. (New Products).(financial software from PPC)(Brief Article)(Product Announcement)
September 1, 2002... e-Workpapers automates key steps in audits of small commercial businesses, nonprofit organizations, and local governments, and is designed to work with PPC's Engagement Manager or with Excel alone.
Excel-based practice aids and templates...
TimeSheet 8.5. (New Products).(Best Software's business management software)(Brief Article)(Product Announcement)
September 1, 2002... TimeSheet Professional 8.5, a project-oriented time and activity tracking system, has added more identifiable icons and customizable entry views to the products interface.
Additional notes fields and exception reporting fields have also...
Pension Distributions Planner. (New Products).(Pension Distributions Planner 6.2 from Brentmark Software)(Brief Article)(Product Announcement)
September 1, 2002... Pension Distributions Planner v. 6.02 includes features found in the Pensions Distributions Calculator, such as an exhaustive treatment of required minimum distributions and pre-59.5 distributions. Multiple beneficiaries are also handled.
...
Peachtree Online Backup. (New Products).(Brief Article)(Product Announcement)
September 1, 2002... Peachtree Online Backup, powered by Connected LLM from Connected Corp., backs up accounting data in Peachtree 2003 software packages.
Subscribers install a software agent that inventories data files and sends them to the Connected remote...
Web Builder Solution. (New Products).(Creative Solutions)(Brief Article)(Product Announcement)
September 1, 2002... The latest release of Web Builder Solution simplifies the creation of Web sites through a step-by-step process that includes an enhanced graphical user interface.
Accountants can use the package to design Web sites. The system also enables...
Saber W-2/1099. (New Products).(ATX)(Brief Article)(Product Announcement)
September 1, 2002... Electronic filing capabilities have been added to ATX's Saber W-2/1099 and Payroll program. The program also includes 940/941 and all state unemployment forms. Internet updates and technical support are also provided.
Price: $100. ATX:...
Timeslips v. 11. (New Products).(Best Software)(Brief Article)(Product Announcement)
September 1, 2002... Timeslips version 11 utilizes Time slips Today to let users tailor their displays via drag-and-drop design and customization capabilities.
The software uses Alerts to monitor critical events during a billing cycle. Timekeepers are...
Engagement Guide. (New Products).(The CPA's Guide to Effective Engagements from Aspen Publishers)(Brief Article)
September 1, 2002... The Fourth Edition of "The CPA's Guide to Effective Engagements" covers a wide range of engagement letters, ranging from audit, tax preparation, and payroll processing to QuickBooks consulting.
The guide was authored by Camico's Ron Klein,...
E-Filing Guide. (New Products).(Brief Article)
September 1, 2002... PPC's "Guide to Electronic Filing" lists practice aids and checklists, as well as IRS forms and publications.
An accompanying CD-ROM holds electronic versions of many forms, including PDF versions of IRS documents, along with electronic...
Building Public Trust. (New Products).(Brief Article)
September 1, 2002... The book, "Building Public Trust: The Future of Corporate Reporting," outlines a vision of the future of corporate reporting based on a decade of research.
Authors Samuel A. DiPiazza Jr., CEO of Pricewaterhouse Coopers, and Robert G....
ImagineTime 2.80. (New Products).(Brief Article)(Product Announcement)
September 1, 2002... ImagineTime 2.80, a time and billing application, adds a new bill calculator popup on the dashboard that displays expenses and total charges, and allows quick adjustment of a bill.
In addition, detailed slip bills can now show slip detail...
Quicken 2003 for Mac. (New Products).(Intuit)(Brief Article)(Product Announcement)
September 1, 2002... Scheduled updates in Quicken 2003 for Mac controls when users can receive updated information from financial institutions via the Internet. Updated schedules for each institution can be set independently.
This feature can also...
TurningPoint. (New Products).(Red Wing Software)(Brief Article)(Product Announcement)
September 1, 2002... Red Wing's TurningPoint migrates master files from the latest edition of Vision-Point. The company previously offered migrations from versions 8.6 and 9.0 of the Real World Classic line.
The company also now offers Inventory, Order Entry,...
Microsoft Project. (New Products).(Brief Article)(Product Announcement)
September 1, 2002... The Project Guide interactive tool help in Microsoft Project Standard helps business managers plan, track, and manage schedules and resources.
The guide provides instructions and controls for completing a variety of project management...
Intuit Fundware: double the clout. (Channels).
September 1, 2002... When Intuit disclosed in May its plan to buy American Fundware, "We had some resellers ask, 'Does this mean we have to start selling QuickBooks?" recalls Jan Groth, Fundware president at the time. Her answer: That's not what this acquisition is...
Manny Buigas: brand loyalist. (Accounting Technologist).
September 1, 2002... During his l5 years employed as a Florida CPA, Manny Buigas recalls, "I found that many of my accounting clients hired 'system consultants' to help select their mission-critical software. However, although they were technically competent in the...
AccountantsWorld.com. (Web Directory).(Brief Article)
September 1, 2002... www.accountantsworld.com
Join the world's largest online community of Accountants! Get tax & accounting information in seconds, read breaking industry news, generate referrals via our online directory, create your own customized online...
Creative Solutions. (Web Directory).(Brief Article)
September 1, 2002... www.creativesolutions.com
Creative Solutions otters and inclusive line of seamlessly integrated write-up, payroll, and trial balance/audit, client accounting, depreciation, tax, tax planning, and practice management software. (800)...
Drake Software. (Web Directory).(Brief Article)
September 1, 2002... www.drake-software.com
Complete 1040, 1041, 1065, 1120, 1120S tax preparation software for the tax professional. Check out package options, sales and demo information.
ACCPAC. (Web Directory).(Brief Article)
September 1, 2002... www.accpaconline.com
Hosting ACCPAC's industry-leading solutions accounting, e-commerce, CRM and more, this innovative site brings enterprise level software solutions to small and medium business at an affordable price.
CrossLink Tax Software. (Web Directory).(Petz Enterprises)(Brief Article)(Product Announcement)
September 1, 2002... www.petzent.com
CrossLink Professional Tax Software offers user-friendly products that fully integrate Tax Preparation, Electronic Filing & Financial Services. For a FREE copy of CrossLink software, visit our web site or call (800)...
Electronic Accountant. (Web Directory).
September 1, 2002... www.electronicaccountant.com
An exciting Web magazine that features up-to-the-minute news for accountants, ongoing discussion groups, links and summaries of hundreds of accounting and tax web sites, and feature articles
CaseWare International, Inc. (Web Directory).(Brief Article)
September 1, 2002... www.caseware.com
CaseWare Working Papers............www.caseware.com Completely automate the entire compilation, review and audit engagement. Includes a centralized document manager, drag and drop mapping, imports from major accounting...
Cougar Mountain[R]. (Web Directory).(Brief Article)
September 1, 2002... www.cougarmtn.com
Do you know where your dollar is spent? Cougar Mountain Fund Accounting for Windows[R] offers the secure audit trail and the report functions you are looking for in accounting software. For a free online demonstration...
Execusite. (Web Directory).(Websites by Execusite)(Brief Article)
September 1, 2002... www.execusite.com
"Enhance your firm's image with a high-quality, content-rich Website by Execusite. Provide superior service to your clients via 24/7 access to timely financial information and interactive tools, including CCH Premium...
Online resources from practitioners publishing company. (Web Directory).(Brief Article)
September 1, 2002... www.ppcnet.com
Order PPC's guidance, resources and solutions online 24/7 at PPCnet, for accounting, auditing, tax, financial planning and consulting engagements - plus get PPC's helpul views on the latest news; and access many of PPC's...
Financial MicroSystems. (Web Directory).(offers Client Ledger System accounting software)(Brief Article)
September 1, 2002... www.clientledgersystem.com
Financial MicroSystems, Inc, offers innovative client write-up software designed to meet the needs of CPA's and accounting professionals. Client Ledger System[TM] software easily accommodates a growing practice...
IntelliTax by Orrtax Software. (Web Directory).(Brief Article)
September 1, 2002... www.intellitax.com
IntelliTax is the only professional tax software powered exclusively by Microsoft TaxSaverTM technology. Combined with Orrtax's proven experience in developing tax preparation and e-filing software, the IntelliTax Suite...
HJP Associates. (Web Directory).(Brief Article)
September 1, 2002... www.hjpassociates.com
Featuring professional and user friendly payroll, financial statement, 1099, and W-2 preparation software. For more information, visit our web site or call 908-354-3441.
Genovation, Inc. (Web Directory).(Brief Article)
September 1, 2002... www.genovation.com
Universal keypads for notebook computers. Genovation offers a dynamic variety of numeric keypads for notebook and desktop computers. For more information call (800) 822-4333.
MicroMash CPE and exam reviews. (Web Directory).(www.MicroMash.com)(Brief Article)
September 1, 2002... www.MicroMash.com
MicroMash offers over 100 CPE courses with the ultimate flexibility and portability. Download your selection; take a course over the Internet; have a disk delivered to your door! Visit our website and preview Capital...
Micro Vision Software, Inc. (Web Directory).(www.microvisioninc.com)(Brief Article)
September 1, 2002... www.microvisioninc.com
Micro Vision offers innovative, fully integrated software solutions for the accounting professional, as well as services designed to grow your practice. Call 1-888-Relief 4 (888-735-4334) for information
Phoenix Phive Software Corporation. (Web Directory).(www.phoenixphive.com)(Brief Article)
September 1, 2002... www.phoenixphive.com
Everything you need for your payroll and 1099 processing: software, checks, MICR supplies and W-2 and 1099 forms. Download a free demo or call 1-877-601-1555.
STFB Inc. (Web Directory).(www.stfb.com)(Brief Article)
September 1, 2002... www.stfb.com
Web-Based and Client/Server Accounting Systems with Source Code Included for Visual Basic, Access, SQL Server, JavaScript & Morel Visit STFB Inc. at http://www.stfb.com
Be your clients' "virtual CFO" with Intacct, the leader in online professional accounting. (Web Directory).(Brief Article)
September 1, 2002... www.intacct.com
Intacct, the leading online professional accounting solution, puts you at the heart of your clients' business as never before--with anytime/anywhere access, real-time financial data, live drill-down reports, and affordable,...
Software Technology Inc. (Web Directory).(www.STIAccounting.com/act)(Brief Article)
September 1, 2002... www.STIAccounting.com/act
Software Technology Inc. has been at the forefront of professional services markets since 1979 with user-friendly and technologically advanced time billing (TABS III), practice management (PracticeMaster) and...
ProSystem fx. (Web Directory).(www.prosystemfx.com)(Brief Article)
September 1, 2002... www.prosystemfx.com
The ProSystem fx Office is an award-winning suite of integrated tax and accounting software from CCH. Visit our web site for product information, demos, free downloads, and more, or call us at 1-800-PFX-9998.
State payroll reports. (Web Directory).(statereports.aatrix.com)(Brief Article)
September 1, 2002... statereports.aatrix.com
Starting at only $59.95! Print completed and certified state unemployment, withholding and new hire reports on plain paper using QuickBooks Pro[R] and Peachtree[R] payroll data. Available for all 50 states!
TADOnline. (Web Directory).(www.TADOnline.com)(Brief Article)
September 1, 2002... www.TADOnline.com
TADOnline's proven Web Based Communications Management System is now available to all accountants. Start servicing online outsourced bookkeeping/accounting clients today with a FREE 30 day trial.